Best Investors Account Sign in

Best financial advisors in Nashville, CA

Registered advisers within 25 miles of Nashville, CA.

Offices
415
Firms
178
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,051,354 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
WEALTHGUARD ADVISORS, INC.
SDMI INSURANCE AND FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATHEROS FINANCIAL SOLUTIONS, INC.
LPL FINANCIAL LLC
ROSSI FINANCIAL GROUP
ARROWROOT FAMILY OFFICE, LLC
LIFEWORKS ADVISORS, LLC
LARSEN WEALTH MANAGEMENT
BRIDGEVIEW CAPITAL ADVISORS, INC.
GOLDENSTONE WEALTH MANAGEMENT
THRIVE FINANCIAL PLANNING
BELLWETHER CAPITAL MANAGEMENT LLC

Investors

MATT ALLEN ERICKSON
Christie Benet Johnson
BLAKE LOGAN ANDERSON
ADAM LELAND ANDERSON
BENJAMIN HYLLESTED ANDERSON
Stacey Marie Caso-Turk
REBECCA MICHELLE HORRELL
Sam Azzam Fakhoury
JACOB RICHARD PARSONS
KELLY L ROEMERS
GREGORY ALLEN PETERSON
MICHAEL LYLE ROBERTS
BRYAN DANIEL GUTIERREZ
EMILIE Christine ANDRES
DANIEL CHARLES GUTIERREZ
DOUGLAS HARRY DAVEY
Justin S Waisner
Caleb Hilliker
Trevor S Parsons
ANA ILDA RAMIREZ
STEPHEN DEAN ERICKSON
BRIAN SCOTT OLMSTEAD
RONALD WILLIAM MAMMEN
JULIENNE BUXTON
PAUL RICHARD ROSSI
MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
KAYLE ERIK LARSEN
MICHAEL BRIAN HASKINS
William Dalton Henley
DAVID NOBLE WALDROP
Ashley Caitlin Hamman
SANJAY BALMUKAND VARSHNEY
ANDRES RENE VILLEGAS
SCOTT MICHAEL DRAPER
VICTOR K LAI
JULIA KATHERINE EARLE
William E Dean
Michelle Manning Fruit

Within 25 miles of Nashville, CA, Best Investors lists 178 registered investment advisory firms with 415 offices nearby, managing about $16.2T in combined regulatory AUM across 3,051,354 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Nashville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM